Filed March 20, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $125,795 |
COOPER HAIMS ADVISORS, LLC10+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $92,305 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,724 | $82,972+80.5% | $103,374+44.8% | $77,671+92.8% |
| Participation rate | 96.3% | 71.5%+24.8pp | 74.5%+21.8pp | 70.6%+25.8pp |
| Annual return | 12.42% | 19.14%-6.7pp | 24.89%-12.5pp | 31.21%-18.8pp |
| Employer contribution / active EE | $3,377 | $3,554-5.0% | $3,869-12.7% | $2,726+23.9% |
| Participant deferral / active EE | $10,738 | $4,108+161.4% | $5,058+112.3% | $4,648+131.0% |
| Admin fee / account holder | $324 | $639-49.3% | $8,394-96.1% | $430-24.8% |